DGIGX Mutual Fund
DGIGX Mutual Fund
NAV$36.89
AUM$202M
TER0.64%
Holdings43
See how much of DGIGX you already own
DGIGX Mutual Fund
NAV$36.89
BNY Mellon Appreciation Fund, Inc Class I
AUM$202M
TER0.64%
Holdings43
See how much of DGIGX you already own
DGIGX Mutual Fund Overlap Analysis
DGIGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DGIGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 43 holdings, DGIGX may share significant positions with broad-market funds.
DGIGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DGIGX tax-loss harvesting finds highly correlated but non-identical funds.